Jobs · Management · Arizona

Tax Manager (Private Wealth Management)

The Bahnsen Group · Phoenix, AZ · 1 mo ago
On-siteManagementFull-time

About the role

A dynamic opportunity has arisen for a Tax Manager within our Private Wealth Management team. Reporting to the Director of Tax, you will play a pivotal role in managing the tax compliance and reporting for high-net-worth individuals and families.

Responsibilities

  • Oversee the preparation and filing of tax returns for clients
  • Provide tax planning advice to clients to optimize their tax positions
  • Collaborate with other departments to ensure accurate and timely tax reporting
  • Stay updated with changes in tax laws and regulations

Requirements

  • Bachelor’s degree in Accounting or related field
  • CPA certification preferred
  • Minimum 5 years of experience in tax management or consulting
  • Strong analytical and problem-solving skills
  • Excellent interpersonal and communication skills

Qualifications

  • Proficient in Microsoft Office Suite
  • Experience with tax software such as Thomson Reuters Tax & Accounting
  • Ability to manage multiple tasks and priorities effectively

Skills

  • Tax Compliance
  • Tax Planning
  • Client Relationship Management
  • Financial Analysis

Benefits

  • Competitive salary package
  • Flexible working hours
  • Professional development opportunities
  • Health insurance
  • Employee discounts

Pay

Commensurate with experience

Schedule

Full-time

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